Secondaries

New Stifel & Eaton Partners Survey Finds Secondary Investors Have a Robust Appetite to Start 2023

Retrieved on: 
Tuesday, January 24, 2023
Partner, Credit, Eaton, NYSE, LP record, Stifel, Health care, SF, Investment, Venture capital, Springfield College of Healthcare, Management & Technology, Eaton Partners, Financial services, Security (finance), Secondaries

STAMFORD, Conn., Jan. 24, 2023 (GLOBE NEWSWIRE) -- A new survey from Stifel Financial Corp. (NYSE: SF) and Eaton Partners, a Stifel Company, finds an overwhelming majority of secondary investors (82%) have no plans to change their investment dollar allocation to GP-led secondary transactions in the first half of 2023, compared to that of six months ago.

Key Points: 
  • STAMFORD, Conn., Jan. 24, 2023 (GLOBE NEWSWIRE) -- A new survey from Stifel Financial Corp. (NYSE: SF) and Eaton Partners, a Stifel Company, finds an overwhelming majority of secondary investors (82%) have no plans to change their investment dollar allocation to GP-led secondary transactions in the first half of 2023, compared to that of six months ago.
  • The latest Stifel/Eaton Partners GP Advisory Survey questioned dozens of global institutional secondary investors on their approach to investing in GP and LP-led secondary transactions for 2023.
  • LP-led secondary investors ranked Buyouts and Venture portfolios as their top investment priorities, with Credit and Infrastructure also listed as desired areas of focus.
  • The online survey of 41 top institutional secondary investors was conducted from January 4, 2023, through January 17, 2023.

Bellevue Asset Management launches debut private equity secondaries fund

Retrieved on: 
Thursday, February 2, 2023
PE, Secondaries, Net asset value, Safety, LP record, CHF, Environment, TEL, Radar, House, Agility, Calibration, SIX Swiss Exchange, USD, Investment, Security (finance), Arthur Honegger

«Our clear and distinct concept for the Bellevue Global Private Equity Fund sets us apart from competitors.

Key Points: 
  • «Our clear and distinct concept for the Bellevue Global Private Equity Fund sets us apart from competitors.
  • Large private equity secondaries players do not even look into transactions in the USD 1 mn to 30 mn range, whereas we believe this particular market segment thrives with alpha-generating opportunities,» says Steven Kroese, in describing the strategy behind the new fund.
  • «Discounts to Net Asset Value are widening and secondary market supply is also growing,» says Lars Honegger with respect to the current situation in the private equity secondary market.
  • Our PE secondaries fund is an ideal component for rounding out an investment portfolio in today’s environment,» adds Chris Davies.

Eaton Partners Acts as Exclusive Placement Agent For Blue Ridge Construction Capital

Retrieved on: 
Thursday, November 10, 2022
GLOBE, Broker-dealer, NYSE, SIPC, Securities and Futures Commission, BRCC, Financial Conduct Authority, LLC, Miller Buckfire & Co., LLP, GP, Family, Partner (business rank), Self-directed IRA, SF, FCA, Partner, Eaton, Company, Entrepreneurship, SFC, Growth, Paver, Security (finance), Industry, Financial services, Mail order, Eaton Partners, Incorporated, Stifel, Secondaries

ROWAYTON, Conn., Nov. 10, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), a leading placement agent and financial advisory firm and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce it has acted as exclusive placement agent for Blue Ridge Construction Capital (BRCC), a building products focused private equity firm that invests in family and founder-owned businesses.

Key Points: 
  • ROWAYTON, Conn., Nov. 10, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), a leading placement agent and financial advisory firm and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce it has acted as exclusive placement agent for Blue Ridge Construction Capital (BRCC), a building products focused private equity firm that invests in family and founder-owned businesses.
  • Congratulations to the Blue Ridge Construction Capital team on a successful capital raise, said Peter Martenson, Managing Director, GP Advisory, Secondaries, and Directs at Eaton Partners.
  • Eaton Partners subsidiary Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA).
  • Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company.

Eaton Partners Acts as Exclusive Placement Agent and Financial Advisor to Allied Industrial Partners

Retrieved on: 
Tuesday, November 8, 2022
GLOBE, Recycling, Broker-dealer, NYSE, SIPC, Securities and Futures Commission, Waste management, Financial Conduct Authority, LLC, Miller Buckfire & Co., LLP, GP, Partner (business rank), United Kingdom, Self-directed IRA, SF, FCA, Partner, AIP, Eaton, Company, Wall, Entrepreneurship, SFC, Security (finance), Acquisition, Risk management, Financial services, Eaton Partners, Incorporated, Stifel, Secondaries

ROWAYTON, Conn., Nov. 08, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), one of the largest placement agents and financial advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce that it has acted as exclusive financial advisor and placement agent for Allied Industrial Partners LLC (AIP), an industrial-focused middle market private equity firm based in Houston, Texas.

Key Points: 
  • ROWAYTON, Conn., Nov. 08, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), one of the largest placement agents and financial advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce that it has acted as exclusive financial advisor and placement agent for Allied Industrial Partners LLC (AIP), an industrial-focused middle market private equity firm based in Houston, Texas.
  • Eaton also served as the exclusive placement agent and financial advisor for AIPs acquisitions of Waste Eliminator earlier this year and CES Power in 2021.
  • Eaton Partners subsidiary Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA).
  • Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company.

New Stifel & Eaton Partners Survey Finds Investors Increasing Investment Dollar Allocations to GP-Led Secondary Transactions

Retrieved on: 
Thursday, September 15, 2022
Partner, Securities and Futures Commission, FCA, NYSE, Eaton, LLC, NAV, Company, Financial Conduct Authority, SF, SIPC, SFC, LLP, Broker-dealer, List of life sciences, Technology, GP, Miller Buckfire & Co., Security (finance), GLOBE, Re Recher's Will Trusts, Financial services, Bank, Secondaries, Incorporated, Eaton Partners, Stifel

The latest Stifel/Eaton Partners GP Advisory Survey questioned 64 global investors regarding their approach to investing in GP-led secondary transactions.

Key Points: 
  • The latest Stifel/Eaton Partners GP Advisory Survey questioned 64 global investors regarding their approach to investing in GP-led secondary transactions.
  • Key findings include:
    62% of investors are increasing their investment dollar allocation to GP-led secondary recap transactions heading into the end of 2022.
  • Once again, investors identified aggressive NAVs, mediocre investment opportunities, and unknown GPs as top issues when underwriting GP-led secondary recap transactions.
  • Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company.

J.P. Morgan Builds Out Secondaries Capabilities with Senior Private Credit, Private Equity Hires

Retrieved on: 
Tuesday, August 2, 2022
JPMorgan Chase, J.P. Morgan & Co., Hispanics in the United States Naval Academy, Biography, View, Company, McDonough School of Business, Business, Chase, Industry, Barclays Investment Bank, NYSE, JPM, Master of International Affairs, Government, Raymond James Financial, Associate, Gen, J. P. Morgan, FTI Consulting, Secondaries, Pennsylvania State University, Consumer, Georgetown University, MBA, Publication, Transport, Magic Circle (law firms), Head, Portfolio, NEW, International relations, Growth, Private credit, LP, Semper Fidelis (march), Security (finance), Financial services, Holding company, Science

NEW YORK, Aug. 2, 2022 /PRNewswire/ -- J.P. Morgan Global Alternatives today announced the hire of two seasoned executives to enhance the firm's capabilities in private credit and private equity secondaries.

Key Points: 
  • Andrew Carter to Head Private Credit Secondaries in J.P. Morgan Alternative Asset Management team
    NEW YORK, Aug. 2, 2022 /PRNewswire/ --J.P. Morgan Global Alternatives today announced the hire of two seasoned executives to enhance the firm's capabilities in private credit and private equity secondaries.
  • Andrew Carterjoins J.P. Morgan Alternative Asset Management as Head of Private Credit Secondaries from Tikehau Capital and will be responsible for leading all aspects of J.P. Morgan's private credit secondaries business.
  • Andrew has extensive experience in private credit and was one of the first dedicated investors in private credit secondaries, globally.
  • Tim Hennjoins as a lead Portfolio Manager for Secondaries within the Private Equity Group, based in New York.

Eaton Partners Acts as Exclusive Placement Agent and Financial Advisor to Allied Industrial Partners

Retrieved on: 
Thursday, July 7, 2022
Eliminator, Financial Conduct Authority, SFC, Miller Buckfire & Co., Recycling, Partner (business rank), LLP, GLOBE, GP, Broker-dealer, Securities and Futures Commission, Company, Partner, Self-directed IRA, LLC, NYSE, AIP, Entrepreneurship, Waste management, Acquisition, Solution, FCA, SIPC, Security (finance), SF, Financial services, Risk management, Secondaries, Stifel, Incorporated, Eaton Partners

ROWAYTON, Conn., July 07, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), one of the largest placement agents and financial advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce that it has acted as exclusive financial advisor and placement agent for Allied Industrial Partners LLC (AIP), an industrial-focused middle market private equity firm based in Houston, Texas.

Key Points: 
  • ROWAYTON, Conn., July 07, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), one of the largest placement agents and financial advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce that it has acted as exclusive financial advisor and placement agent for Allied Industrial Partners LLC (AIP), an industrial-focused middle market private equity firm based in Houston, Texas.
  • Eaton also served as the exclusive placement agent and financial advisor for AIPs acquisition of CES Power in July 2021.
  • Eaton Partners subsidiary Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA).
  • Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company.

New Stifel & Eaton Partners Survey Finds Strong Investor Appetite for GP-Led Secondary Transactions

Retrieved on: 
Wednesday, May 4, 2022
Securities and Futures Commission, Investment, Miller Buckfire & Co., Eaton, LLC, GLOBE, FCA, Company, NYSE, Security (finance), IRR, Broker-dealer, Re Recher's Will Trusts, Partner, Financial Conduct Authority, List of life sciences, Face, SFC, LLP, Software as a service, Technology, SIPC, SF, Surveying, Satellite navigation device, Financial services, Health care, Eaton Partners, Secondaries, Incorporated, Stifel

The Stifel/Eaton Partners 2022 GP Advisory Survey questioned 97 global investors regarding their approach to investing in GP-led secondary transactions.

Key Points: 
  • The Stifel/Eaton Partners 2022 GP Advisory Survey questioned 97 global investors regarding their approach to investing in GP-led secondary transactions.
  • Eaton Partners subsidiary Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA).
  • Eaton Partners subsidiary Stifel Hong Kong Limited, doing business as Eaton Partners Hong Kong, is approved as a Type 1-licensed company under the Securities and Futures Commission (SFC) in Hong Kong.
  • Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company.

David Markson Joins Evercore as Managing Director in the Firm’s Private Capital Advisory Group

Retrieved on: 
Wednesday, July 14, 2021
Banking, Professional services, Finance, Finance, Money, Economy, Evercore, Markson, Private equity secondary market, EVR, Secondaries, New York Stock Exchange, Private equity

Evercore (NYSE: EVR) announced today that David Markson has joined the Firms Private Capital Advisory group (PCA) as a Managing Director.

Key Points: 
  • Evercore (NYSE: EVR) announced today that David Markson has joined the Firms Private Capital Advisory group (PCA) as a Managing Director.
  • Mr. Markson will be based in New York and will focus on advising limited partners on secondary market transactions and providing execution services.
  • Mr. Markson commented, Evercores PCA group is the leading global advisor in the private equity secondaries market and I am delighted to join this team.
  • Nigel Dawn, Head of PCA, commented: I am delighted to welcome David, James and Michael to Evercores PCA business.

Northleaf Appoints Shane Feeney to Lead and Expand Its Well-established Global Secondaries Business

Retrieved on: 
Tuesday, June 22, 2021
Banking, Professional services, Finance, Finance, Money, Economy, Financial markets, Investment, Private equity secondary market, Secondaries, Private equity, Private-equity fund, Coller Capital

Northleaf Capital Partners (Northleaf) today announced that Shane Feeney has joined the firm as Global Head of Secondaries, based in Toronto.

Key Points: 
  • Northleaf Capital Partners (Northleaf) today announced that Shane Feeney has joined the firm as Global Head of Secondaries, based in Toronto.
  • In this role, Feeney will oversee all aspects of Northleafs secondaries program, building on the firms highly successful 18-year track record in global secondary investing and enhancing existing team capabilities as the secondaries market continues to expand rapidly.
  • In this role, Feeney led the teams responsible for CPP Investments direct private equity, Asia private equity, private equity funds and secondaries investments.
  • Feeney will report to Northleaf Managing Director and Co-Founder Michael Flood, who leads the firms global private equity program.